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Technology Stocks : Dell Technologies Inc.
DELL 119.41-2.7%Nov 19 3:59 PM EST

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To: Mehrdad Arya who wrote (139141)8/13/1999 3:17:00 PM
From: jttmab  Read Replies (1) of 176387
 
Mehrdad,

There was a lot of conviction in that post, so I won't debate your position. But it does seems that you're mixing two strategies that may or may not be compatible. Shorting DELL right before earnings is clearly a very short term play while your justifications for it are much longer term. With your position, I would be shorting after earnings and hoping that there was an upside surprise. A disappointment doesn't seem likely, so the odds are that immediately after earnings, DELL is flat to slightly down with a potential for an earnings pop. Just seems like the risk/reward ratio would be better after earnings rather than before.

Best Regards,
Jim
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